Purchasing Set Ups

Purchasing

1. What are your pay group lookup codes?
2. What are your FOB lookup codes?
3. What are your Purchasing line types?
4. Set the Profile MO: Default Operating Unit as Blank for Setup User (Before Defining Purchasing Options)
5. Define Purchasing system options
6. Update your Purchasing document types
7. Define Standard Purchase Order Document Styles
8. What are your Purchasing Quality Inspection codes?
9. Define Purchasing transaction reasons
10. Set the Profile MO: Default Operating Unit as Blank for Setup User (Before Creating Requisition Templates)
11. What are your requisition templates?
12. Assign line items to your requisition templates
13. Who are your approved suppliers?
14. Do you want to add suppliers to your approved supplier lists?
15. Who are the buyers in your organization?
16. Define the profile option for Pricing Transaction entry
17. What is the line type to be used for contractor requests?
18. Concurrent Request: Submit Purchasing Workflow Background Processes
19. Profile Options for Purchasing.
20. Set the Profile MO: Default Operating Unit as Blank for Setupuser (Before Defining Purchasing Approval Groups)
21. In which organization will you be setting up your approval groups?
22. Set the profile option 'Utilities Diagnostics' to 'Yes' to disable the password prompt.
23. Set the profile option 'Utilities Diagnostics' to 'No' to enable the password prompt.
24. Setup your purchasing approval groups
25. Assign Purchasing approval groups to HR jobs
26. Define position hierarchies to be used in the purchasing
27. How would you like to arrange positions in hierarchy?
28. Submit request for Filling Employee Hierarchy.
29. Assign Purchasing approval groups to HR Position.
30. Define Purchasing Cost Factor
31. Set PO: Allow Referencing CPA Under Amendment profile variable at Organization or Site Level.
32. Open Purchasing Accounting Periods
33. Update your Internal Requisition Purchasing document type

Advanced Pricing for Purchasing Set ups:

1. Set Source System Code to Oracle Purchasing for SETUPUSER
2. Set Pricing Transaction Entity to Procurement for SETUPUSER
3. Setup Advanced Pricing Profile Options at Application Level for Purchasing
4. Define Price Lists For Purchasing
5. What are the items to be assigned to your Purchasing Price Lists?
6. Assign items with price break to the Purchasing Price list.
7. Update Purchasing price lists with Conversion criteria
8. What are the Freight based Pricing Modifiers for Purchasing?
9. What are the criteria to apply Freight based Modifiers for Purchasing?
10. Run Build Attribute Mapping Rule for Purchasing
11. What are the Freight based Pricing Modifiers Lines for Purchasing?
12. Identify the Criteria to Apply Freight based Modifier Lines for Purchasing.
13. Run Concurrent Request - QP: Build Attribute Mapping Rules for Purchasing
14. Reset Source System Code to Oracle Pricing for SETUPUSER
15. Reset Pricing Transaction Entity for SETUPUSER

Landed Cost Management Set ups:

1. Enable Inventory Organization for Landed Cost Management
2. Update Inventory Organization Receiving Parameters with LCM Accounts
3. Define Landed Cost Management Options
4. Define LCM Shipment Line Types
5. Define LCM Shipment Types
6. Associate LCM Shipment Line Types to LCM Shipment Type
7. Associate Party Types Allowed to LCM Shipment Type
8. Associate Party Types Usage to LCM Shipment Type
9. Associate Source Types Allowed to LCM Shipment Type
10. Setup Advanced Pricing Profile Options at Application Level for LCM
11. Set LCM UOM Classes profile variable at Site Level
12. Setup Landed Cost Management Profile Options at Responsibility Level for LCM and Purchasing

iProcurement Set Ups:

1. What are the line types to be used for non catalog requests?
2. What are your iProcurement catalogs?
3. Create stores to organize your catalogs
4. Assign catalogs to your stores
5. What are your iProcurement shopping categories?
6. Map shopping categories to categories in your central procurement system
7. What are the top-level categories that requesters can browse when looking for items?
8. Assign shopping categories to your top-level categories

Sourcing Set Ups:

1. Set up your Reusable Supplier Invitation Lists
2. Add additional suppliers to your Reusable Supplier Invitation List
3. Define reusable attribute lists that you can associate with your RFQ's
4. Add attributes to your attribute list
5. Enter acceptable response values for the attributes
6. Define your RFQ templates
7. Sourcing Post Setup Steps

iSupplier Portal Set Ups:

1. Setup iSupplier Portal profile options
2. Setup Manual iSupplier Portal profile options

India Localization Set Up

India Localization Set up Steps

Step 1: Define Organization Additional Information

Step 2: Define Organization Trading Information

Step 3: Define Organization Accounting Information

Step 4: Define Tax Calendar

Step 5: Define Excise Invoice Generation

Step 6: Define Sub-Inventory Locations

Step 7: Define Item Localization Information

Step 8: Define Tax Codes

Step 9: Define Tax Categories

Step 10: Define Item Categories

Step 11: Define VAT and Service Tax Regime

Step 12: Define Claim Terms

Step 13: Define VAT Invoice Sequence

Step 14: Enable Triggers (steps to be followed by new customers only)

Step 15: Define Supplier Additional Information

Step 16: Define Organization Income Tax Registration Info

Step 17: Define Income Tax Authority

Step 18: Define TDS Sections

Step 19: Define TDS Tax Codes

Step 20: Define TDS Year

Step 21: Define Supplier Additional Information - TDS Details

Step 22: Define Customs Authority

Step 23: Define BOE Agent

Step 24: Define Excise Authority

Step 25: Define VAT Authority

Step 26: Enable India Distributions Global Descriptive Flexfield segment

Step 27: Define Bond Registers

Step 28: Define Assessable Price Lists

Step 29: Define Customer Additional Information

Step 30 Define E-Business Tax Regime to Rates Setup

Step 31: Define "Party Tax Profiles"

Step 32: Define Regime

Step 33: Create Tax

Step 34: Create Tax Status

Step 35: Create Tax Rate

Step 36: Update Tax Configuration Options

Enabling Descriptive Flexfields

Descriptive Flexfields:

·        Descriptive flexfields lets you add additional fields to the form in order to track additional information needed by the business that would not be captured by the standard form. Descriptive flexfields can be context sensitive, where the information your application stores depends on other values your users enter in other parts of the form.

·        A descriptive flexfield appears on a form as a single–character, unnamed field enclosed in Square Brackets [ ]. Each field or segment in a descriptive flexfield has a prompt and can have a set of valid values 

Descriptive Flexfield Concepts:

·         Descriptive Flexfield Segments:

·         Descriptive flexfields have two different types of segments, global and context–sensitive.

·         A global segment is a segment that always appears in the descriptive flexfield pop–up window.

·         A context–sensitive segment is a segment that may or may not appear depending upon what other information is present in your form.

·         A descriptive flexfield can get context information from either a field somewhere on the form, or from a special field (a context field) inside the descriptive flexfield pop–up window. If the descriptive flexfield derives the context information from a form field (either displayed or hidden from users), that field is called a reference field for the descriptive flexfield.

·         How and where are the segment information is stored:

·         A descriptive flexfield uses columns that are added on to a database table. A descriptive flexfield requires one column for each possible segment and one additional column in which to store structure information (that is, the context value). The descriptive flexfield columns are usually named ATTRIBUTEn where n is a number.

·         For example, if you have a descriptive flexfield on an Shipping Execution (Delivery Details) form, it populates the Structure column with the context field and the columns ATTRIBUTEn with the flexfield segments of the table WSH_DELIVERY_DETAILS.

Example of enabling DFF:

• Example :Enable DFF in Delivery Details form in Shipping transaction form
• Navigation: Go to “Order management Super User, Vision Operations” responsibility
• Orders, Returns >> Shipping Transactions Form
• Enable the DFF at right bottom screen.
• To know the name of the DFF in a particular form do the following
• Navigation: Help Menu >> Diagnostics >> Examine
• Select Block Name as $DESCRIPTIVE_FLEXFIELD$
• Field as DLVB.DESC_FLEX
• Value will be populated and it will be the title of your DFF.
• Title: Additional Delivery Detail Information (Shipping Execution) 
• Order management in the brackets represent the Application in which this DFF is registered. 

•  To enable this 
• Navigation: Go to Application Developer >> Flexfield >> Descriptive >> Register

• Check for the Attributes created for the DFF segments 

• Navigation: Go to Application Developer >> Flexfield >> Descriptive >> Segments
• Query the DFF 
• Press F11 and enter
• Title: Additional Delivery Detail Information
• Application: Shipping Execution
• Press CTL + F11 to query the record
• Enter Context Field : LPN

• Click on Segments
• Enter the following information
• Number: 10
• Name LPN Demo
• Window Prompt: LPN Demo
• Column: ATTRIBUTE1
• Save the record (CTL + S)

Click Open to View the segment Details

• Press OK
• You can assign any value set if you want, its optional so I am just leaving it as blank
• Now check the “Freeze Flexfield Definition” Checkbox
• Press OK
• Now Click Compile button
• Press OK
• You will see the confirmation as shown above.
• Now to go to Order management super User, Vision Operations” and open the Shipping Transactions form query for a LPN and click on DFF box in details.

• You can hide the context field by un checking the Displayed Check Box in Context Field
• To Make any changes you have to uncheck the “Freeze Flexfield Definition” Checkbox
•          Press OK
•          Now uncheck the Displayed Box in Context Field area as shown
•          Save your Record
•          Check the “Freeze Flexfield Definition” Checkbox
•          Press OK
•          Press Compile Button
•          Press OK
•          “Flexfield View Generator” concurrent program will be submitted. To see the status of the program go to      View Menu on top >> Requests >> Find
•          Once you see the status as completed you can go to Order Management and check for your changes
•         Now you should be able to hide the Context.

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